Brown Forman Corp
BF.A- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000014693
No open-market purchases or sales by Brown Forman Corp insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $522.7M in total; 3 superinvestors hold it, including Lindsell Train and Gardner Russo & Quinn.
Other share classesBF.B
13F holders, Q3 2022
Institutional positions in Brown Forman Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 212
- −4 vs. Q2 2022
- Shares held
- 16.9M
- +1.02M (+6.4%) vs. Q2 2022
- Total value
- $1.14B
- +$52.4M (+4.8%) vs. Q2 2022
- New holders
- 15
- 65 more added
- Sold out
- 19
- 57 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BF.A on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $522.7M |
| Q1 2026 | 209 | $492.2M |
| Q4 2025 | 205 | $474.6M |
| Q3 2025 | 203 | $493.8M |
| Q2 2025 | 196 | $494.2M |
| Q1 2025 | 207 | $632.3M |
| Q4 2024 | 206 | $670.8M |
| Q3 2024 | 204 | $859.9M |
| Q2 2024 | 188 | $786.6M |
| Q1 2024 | 189 | $944.9M |
| Q4 2023 | 192 | $1.07B |
| Q3 2023 | 185 | $1.04B |
| Q2 2023 | 197 | $1.21B |
| Q1 2023 | 199 | $1.06B |
| Q4 2022 | 216 | $1.10B |
| Q3 2022 | 212 | $1.14B |
| Q2 2022 | 216 | $1.09B |
| Q1 2022 | 213 | $976.4M |
| Q4 2021 | 208 | $1.24B |
| Q3 2021 | 195 | $1.28B |
| Q2 2021 | 197 | $1.45B |
| Q1 2021 | 193 | $1.33B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 6,063 | $410.0K | 0.00% | −19−0.3% | Reduced |
| Altfest L J & Co Inc | 6,000 | $405.0K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,995 | $404.0K | 0.00% | +616+11.5% | Added |
| M&T Bank Corp | 5,901 | $399.0K | 0.00% | −150−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,752 | $389.0K | 0.00% | +545+10.5% | Added |
| Community Trust & Investment Co | 5,500 | $372.0K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 5,400 | $365.0K | 0.08% | 00.0% | Unchanged |
| Clare Market Investments LLC | 5,312 | $358.9K | 0.15% | −391−6.9% | Reduced |
| StrategIQ Financial Group, LLC | 5,118 | $346.0K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,052 | $341.0K | 0.00% | +5+0.1% | Added |
| Gyon Technologies Capital Management, LP | 4,984 | $337.0K | 0.11% | +4,984 | New |
| Amalgamated Bank | 4,822 | $326.0K | 0.00% | +65+1.4% | Added |
| CAPROCK Group, Inc. | 4,793 | $325.0K | 0.03% | −700−12.7% | Reduced |
| Brinker Capital Investments, LLC | 4,732 | $320.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,710 | $317.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,649 | $314.0K | 0.00% | −49−1.0% | Reduced |
| Summit Trail Advisors, LLC | 4,631 | $314.0K | 0.02% | +25+0.5% | Added |
| American Century Companies Inc | 4,554 | $308.0K | 0.00% | +4,554 | New |
| Citigroup Inc | 4,465 | $302.0K | 0.00% | +1,707+61.9% | Added |
| Alps Advisors Inc | 4,374 | $296.0K | 0.00% | +4,374 | New |
| J.W. Cole Advisors, Inc. | 4,207 | $284.0K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 4,160 | $281.0K | 0.23% | +4,160 | New |
| Graypoint LLC | 4,099 | $277.0K | 0.04% | +25+0.6% | Added |
| Occudo Quantitative Strategies LP | 4,099 | $277.0K | 0.02% | +993+32.0% | Added |
| Lido Advisors, LLC | 4,050 | $273.0K | 0.01% | −27−0.7% | Reduced |
| Maryland State Retirement & Pension System | 3,744 | $253.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $250.0K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 3,664 | $248.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,632 | $246.0K | 0.00% | +467+14.8% | Added |
| Evercore Wealth Management, LLC | 3,598 | $243.0K | 0.01% | −82−2.2% | Reduced |
| Xponance, Inc. | 3,597 | $243.0K | 0.00% | +79+2.2% | Added |
| Ritholtz Wealth Management | 3,366 | $227.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $227.0K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 3,232 | $218.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,212 | $218.0K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,199 | $216.0K | 0.00% | +572+21.8% | Added |
| United Capital Financial Advisers, LLC | 3,131 | $212.0K | 0.00% | −5−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,100 | $209.0K | 0.00% | +3,100 | New |
| Sculati Wealth Management, LLC | 3,080 | $208.0K | 0.12% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,000 | $203.0K | 0.01% | −675−18.4% | Reduced |
| Permit Capital, LLC | 2,880 | $195.0K | 0.07% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,750 | $186.0K | 0.02% | −100−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,719 | $184.0K | 0.04% | +829+43.9% | Added |
| Deutsche Bank AG | 2,674 | $180.0K | 0.00% | −7,678−74.2% | Reduced |
| Barclays PLC | 2,632 | $178.0K | 0.00% | −10,001−79.2% | Reduced |
| Fifth Third Bancorp | 2,562 | $173.0K | 0.00% | +900+54.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 2,339 | $158.0K | 0.01% | +1,102+89.1% | Added |
| JPMorgan Chase & Co | 2,105 | $142.0K | 0.00% | +292+16.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,056 | $139.0K | 0.00% | −4,739−69.7% | Reduced |
| MetLife Investment Management | 2,044 | $138.1K | 0.00% | −8−0.4% | Reduced |
| Capital Analysts, LLC | 2,027 | $137.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,780 | $120.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,760 | $119.0K | 0.01% | +1,118+174.1% | Added |
| Royal Bank of Canada | 1,619 | $109.0K | 0.00% | −15−0.9% | Reduced |
| Barrett & Company, Inc. | 1,580 | $103.9K | 0.07% | +1,580 | New |
| Gradient Investments LLC | 1,307 | $88.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,268 | $86.0K | 0.01% | +1,268 | New |
| Bank of Montreal | 1,120 | $81.0K | 0.00% | +938+515.4% | Added |
| Almanack Investment Partners, LLC. | 1,150 | $78.0K | 0.02% | +1,150 | New |
| Covestor Ltd | 1,064 | $72.0K | 0.06% | −658−38.2% | Reduced |
| Huntington National Bank | 1,064 | $72.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 900 | $61.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 803 | $54.0K | 0.00% | +349+76.9% | Added |
| Transamerica Financial Advisors, Inc. | 708 | $48.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 706 | $48.0K | 0.00% | +214+43.5% | Added |
| Tower Research Capital LLC (TRC) | 620 | $42.0K | 0.00% | −186−23.1% | Reduced |
| American International Group, Inc. | 616 | $42.0K | 0.00% | +2+0.3% | Added |
| Proequities, Inc. | 615 | $42.0K | 0.00% | +290+89.2% | Added |
| JNBA Financial Advisors | 590 | $40.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 546 | $37.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 540 | $36.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 514 | $35.0K | 0.02% | +2+0.4% | Added |
| Gleason Group, Inc. | 514 | $35.0K | 0.01% | +2+0.4% | Added |
| IFP Advisors, Inc | 619 | $33.0K | 0.00% | +2+0.3% | Added |
| Nisa Investment Advisors, LLC | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 373 | $25.0K | 0.00% | +373 | New |
| Allspring Global Investments Holdings, LLC | 312 | $21.0K | 0.00% | +312 | New |
| Caldwell Trust Co | 305 | $20.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $18.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 206 | $14.0K | 0.00% | +6+3.0% | Added |
| Bell Investment Advisors, Inc | 207 | $14.0K | 0.00% | +63+43.8% | Added |
| National Bank of Canada | 197 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 199 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $10.0K | 0.00% | +150 | New |
| Meeder Asset Management Inc | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $5.00K | 0.00% | +8+11.0% | Added |
| FourThought Financial, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $5.00K | 0.00% | +79 | New |
| Earnest Partners LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 57 | $4.00K | 0.00% | +16+39.0% | Added |
| Credit Suisse AG | 43 | $3.00K | 0.00% | −2,977−98.6% | Reduced |
| Clean Yield Group | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $3.00K | 0.00% | +4+12.1% | Added |
| Ci Investments Inc. | 48 | $3.00K | 0.00% | +43+860.0% | Added |